Margaret Prestigiacomo is a financial advisor with Robert W. Baird & Co. in Sanibel, Florida, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as a Board Trustee and Investment Committee Chair for the United Way of Dane County Foundation. She is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Brett Zaczyk is a Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop and maintain financial plans tailored to their individual and family needs with the goal of creating and maintaining wealth. Brett has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning & Advice Consultant, Investment Consultant, and Financial Consultant. His experience spans various facets of financial consulting and planning within the firm.

Michal Szittai is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mason Weiler is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Sam's Club, Publix, Texas Roadhouse, and Culvers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Michael Beda is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Bank, Eden Global Capital, Idoru Capital Management, and HuaXia Finance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nicholas Boccella is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Treasurer of the Fisherman Dunes Property Owners Association in Mantoloking, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Nicholas Carr is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing holistic wealth management strategies tailored to families and family offices. His practice focuses on integrating a family office service model for corporate executives, retired executives, and clients experiencing liquidity events, coordinating resources to align with individual family ambitions and goals. With over 20 years of experience in financial services, Nicholas combines his practical expertise with academic research. He holds a Ph.D. in Personal Finance from Kansas State University, where his research centered on behavioral finance and financial risk assessment. This background informs his approach to understanding clients' financial and personal objectives, enabling a nuanced perspective on wealth management. He is also a Professor of Practice at Kansas State University, contributing to curriculum development and teaching in the areas of behavioral and personal finance. Nicholas earned his Bachelor's degree from Virginia Polytechnic Institute & State University and his Master's degree from Indiana University. He holds the Professional Investment Advisor (PIA) designation.

Denise Axt is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and previously worked at HSBC Securities USA Inc for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and does not provide individual security recommendations as part of its standalone planning services.

Jacob Hill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Charles Schwab Bank. He has worked in both brokerage and banking aspects of the financial services industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Diefenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach focuses on understanding each client’s full financial picture and creating flexible strategies that adapt to changing market conditions. John provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' wealth management needs. John holds a Bachelor’s Degree from the University of Virginia and an MBA from Lake Forest Graduate School of Management. He carries the Professional designation of Personal Investment Advisor (PIA). In addition to his advisory role, John participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Mireille Zappulla is a financial advisor at Morgan Stanley with seven years of industry experience. Her background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo Bank. She is the sole proprietor of Bluebill Advisors LLC, a real estate-related administrative and property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured planning tools and investment research.

Alicia Register is a Wealth Management Planning Consultant at Fidelity Investments. She works with clients and their families to develop financial plans tailored to their individual goals, combining her experience with Fidelity's resources to support financial decision-making. Her career at Fidelity Investments began in 2016 as an Intern, and she has since held positions including Financial Representative, Relationship Manager, and Planning Consultant before advancing to her current role in 2026. Throughout her roles, she has gained experience in wealth management and client relationship management. Additional information about Alicia's education and personal interests has not been provided.

John Baxa is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Baxa Advisors, an independent insurance agency selling fixed insurance products. John is a named beneficiary of a family trust related to his uncle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement consulting, and brokerage services utilizing both discretionary and non-discretionary management approaches and various investment strategies.

Stephen Macko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. Macko is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Harold Lauber is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior roles include positions at Herbert J. Sims & Co. Inc. and Ameriprise Financial Services Inc. He has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Boole is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at the University of Florida from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Angelo Amitsis is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025. He serves on the board of the Upper Montclair Country Club in Clifton, NJ. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses a structured discovery approach and advanced modeling tools to support client strategies.

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He serves as a co-trustee for his spouse’s revocable trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.